Ranking
Top Funds by AUM
Largest 13F managers by latest reported portfolio value.
| # | Manager | AUM | Period | Filed | Holdings |
|---|---|---|---|---|---|
| 7601 | Arcadia Wealth Management, Inc. | $210M | Q2 2026 | 8/11/2026 | 58 |
| 7602 | BOW STREET, LLC | $210M | Q1 2014 | 5/14/2014 | 26 |
| 7603 | apricus wealth, LLC | $210M | Q2 2026 | 7/22/2026 | 129 |
| 7604 | Shearwater Capital LLC | $209M | Q2 2026 | 7/8/2026 | 65 |
| 7605 | Trust Investment Advisors | $209M | Q2 2026 | 7/24/2026 | 97 |
| 7606 | Integrity Financial Corp /WA | $209M | Q2 2026 | 7/31/2026 | 292 |
| 7607 | SWISS REINSURANCE CO LTD | $209M | Q1 2014 | 5/14/2014 | 10 |
| 7608 | Sherrill & Hutchins Financial Advisory, Inc | $209M | Q2 2026 | 7/23/2026 | 20 |
| 7609 | SARD WEALTH MANAGEMENT GROUP, LLC | $209M | Q2 2026 | 8/12/2026 | 61 |
| 7610 | Humankind Investments LLC | $209M | Q2 2026 | 8/14/2026 | 22 |
| 7611 | PANORAMIC INVESTMENT ADVISORS, LLC | $209M | Q2 2026 | 8/13/2026 | 141 |
| 7612 | Dempze Nancy E | $209M | Q2 2026 | 8/12/2026 | 103 |
| 7613 | Brouwer & Janachowski, LLC | $209M | Q2 2014 | 8/11/2014 | 45 |
| 7614 | PENINSULA ASSET MANAGEMENT INC | $209M | Q2 2026 | 8/12/2026 | 54 |
| 7615 | HOGE FINANCIAL SERVICES, LLC | $209M | Q2 2026 | 7/29/2026 | 83 |
| 7616 | IFS Advisors, LLC | $209M | Q2 2026 | 8/10/2026 | 220 |
| 7617 | RLH Capital LLC | $209M | Q2 2026 | 8/10/2026 | 130 |
| 7618 | Acertus Capital Management, LLC | $209M | Q2 2014 | 8/6/2014 | 3 |
| 7619 | PACIFIC FINANCIAL GROUP INC | $209M | Q2 2026 | 8/13/2026 | 85 |
| 7620 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | $209M | Q2 2014 | 7/18/2014 | 644 |
| 7621 | Financial Architects, LLC | $209M | Q2 2026 | 7/21/2026 | 24 |
| 7622 | Oak Wealth Advisors LLC | $208M | Q2 2026 | 7/22/2026 | 68 |
| 7623 | Capelight Capital Asset Management LP | $208M | Q2 2026 | 7/14/2026 | 38 |
| 7624 | Aberdeen Wealth Management LLC | $208M | Q2 2026 | 8/13/2026 | 427 |
| 7625 | PROMETHIUM ADVISORS,LLC | $208M | Q2 2026 | 8/5/2026 | 122 |
| 7626 | Axis Wealth Partners, LLC | $208M | Q2 2026 | 7/28/2026 | 183 |
| 7627 | Monument Group Wealth Advisors, LLC | $208M | Q2 2026 | 7/27/2026 | 44 |
| 7628 | Meridian Financial Advisors, LLC | $208M | Q2 2026 | 7/22/2026 | 146 |
| 7629 | Andrews Advisory Associates, LLC | $208M | Q2 2026 | 7/17/2026 | 86 |
| 7630 | Hatteras Alternative Mutual Funds, LLC | $208M | Q1 2014 | 5/9/2014 | 150 |
| 7631 | Kentucky Trust Co | $208M | Q2 2026 | 7/10/2026 | 316 |
| 7632 | AFT, FORSYTH & COMPANY, INC. | $208M | Q2 2026 | 8/14/2026 | 108 |
| 7633 | MARSHWINDS ADVISORY CO | $208M | Q2 2014 | 7/15/2014 | 151 |
| 7634 | Arena Capital Advisors, LLC- CA | $208M | Q2 2026 | 7/23/2026 | 21 |
| 7635 | Intelligent Financial Strategies | $208M | Q2 2026 | 7/23/2026 | 60 |
| 7636 | Sheridan Capital Management, LLC | $208M | Q2 2026 | 8/7/2026 | 31 |
| 7637 | William B. Walkup & Associates, Inc. | $208M | Q2 2026 | 7/30/2026 | 258 |
| 7638 | Piermont Capital Management Inc. | $208M | Q1 2014 | 5/8/2014 | 141 |
| 7639 | STONEBRIDGE CAPITAL MANAGEMENT INC | $208M | Q2 2026 | 8/14/2026 | 70 |
| 7640 | Babb Wealth Advisors LLC | $207M | Q2 2026 | 8/13/2026 | 19 |
| 7641 | CVentures, Inc. | $207M | Q4 2013 | 3/21/2014 | 1 |
| 7642 | BCK Partners, Inc. | $207M | Q2 2026 | 7/17/2026 | 28 |
| 7643 | Seven Bridges Advisors LLC | $207M | Q2 2026 | 8/14/2026 | 16 |
| 7644 | RWQ Financial Management Services, Inc. | $207M | Q2 2026 | 7/22/2026 | 24 |
| 7645 | Everstar Asset Management, LLC | $207M | Q2 2026 | 8/3/2026 | 202 |
| 7646 | Topel & Distasi Wealth Management, LLC | $207M | Q2 2026 | 8/7/2026 | 57 |
| 7647 | RIDGECREST WEALTH PARTNERS, LLC | $207M | Q2 2026 | 8/5/2026 | 111 |
| 7648 | CIBRA Capital Ltd | $207M | Q1 2026 | 4/24/2026 | 25 |
| 7649 | Financial Architects, Inc | $207M | Q2 2014 | 8/6/2014 | 937 |
| 7650 | LYNWOOD PRICE CAPITAL MANAGEMENT LP | $207M | Q2 2026 | 8/6/2026 | 13 |
| 7651 | CATALYST PRIVATE WEALTH, LLC | $207M | Q2 2026 | 7/21/2026 | 82 |
| 7652 | Tenret Co LLC | $207M | Q1 2026 | 5/27/2026 | 33 |
| 7653 | Semus Wealth Partners LLC | $207M | Q2 2026 | 8/10/2026 | 111 |
| 7654 | Hofer & Associates. Inc | $207M | Q2 2026 | 7/21/2026 | 70 |
| 7655 | Crestview Partners GP, L.P. | $207M | Q4 2013 | 2/12/2014 | 1 |
| 7656 | Mullaney, Keating & Wright, Inc. | $207M | Q2 2026 | 7/14/2026 | 74 |
| 7657 | Aspen Wealth Strategies, LLC | $207M | Q2 2026 | 8/7/2026 | 89 |
| 7658 | GordonMD Global Investments LP | $207M | Q2 2026 | 8/14/2026 | 16 |
| 7659 | Old Peak Finance LLC | $207M | Q2 2026 | 8/3/2026 | 102 |
| 7660 | Avid Wealth Partners LLC | $207M | Q2 2026 | 8/3/2026 | 77 |
| 7661 | SUTTON PLACE INVESTORS LLC | $207M | Q2 2026 | 8/6/2026 | 148 |
| 7662 | 2UniFi Bank | $207M | Q1 2026 | 5/12/2026 | 519 |
| 7663 | Andera Partners | $206M | Q2 2026 | 7/22/2026 | 8 |
| 7664 | Harrington Investments, INC | $206M | Q2 2026 | 7/23/2026 | 82 |
| 7665 | Corsicana & Co. | $206M | Q2 2026 | 7/24/2026 | 309 |
| 7666 | Selway Asset Management | $206M | Q2 2014 | 7/25/2014 | 67 |
| 7667 | Stephens Group, LLC | $206M | Q2 2026 | 7/10/2026 | 4 |
| 7668 | Cassia Capital Partners, LLC | $206M | Q2 2026 | 7/30/2026 | 69 |
| 7669 | Lexington Hill Partners, LLC | $206M | Q2 2026 | 7/8/2026 | 77 |
| 7670 | SUNFLOWER BANK, NA WEALTH MANAGEMENT | $206M | Q1 2014 | 5/14/2014 | 99 |
| 7671 | Taylor, Cottrill LLC | $206M | Q2 2014 | 7/22/2014 | 98 |
| 7672 | GOLDEN ROAD ADVISORS LLC | $206M | Q2 2026 | 8/7/2026 | 67 |
| 7673 | TFJ Management, LLC | $206M | Q2 2026 | 8/14/2026 | 12 |
| 7674 | Galaxy Digital Capital Management GP LLC | $206M | Q2 2026 | 8/14/2026 | 67 |
| 7675 | SOL Capital Management CO | $206M | Q1 2026 | 4/24/2026 | 52 |
| 7676 | Creek Drive Management Group LLC | $206M | Q2 2026 | 8/13/2026 | 48 |
| 7677 | Flight Deck Capital, LP | $206M | Q2 2026 | 8/14/2026 | 11 |
| 7678 | Lalia Capital, LLC | $206M | Q2 2026 | 8/11/2026 | 15 |
| 7679 | Sachetta, LLC | $206M | Q2 2026 | 7/15/2026 | 1,025 |
| 7680 | RELATIONAL INVESTORS LLC | $206M | Q1 2014 | 6/26/2014 | 1 |
| 7681 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $206M | Q2 2026 | 7/8/2026 | 80 |
| 7682 | NEWLAND CAPITAL MANAGEMENT, LLC | $206M | Q1 2014 | 5/15/2014 | 55 |
| 7683 | First City Capital Management, Inc. | $206M | Q2 2026 | 7/13/2026 | 164 |
| 7684 | ALLEN WEALTH MANAGEMENT, LLC | $205M | Q2 2026 | 7/24/2026 | 60 |
| 7685 | SPRING CAPITAL MANAGEMENT, LLC | $205M | Q2 2026 | 7/14/2026 | 55 |
| 7686 | WESPAC Advisors, LLC | $205M | Q2 2026 | 8/10/2026 | 200 |
| 7687 | Mast Capital Management, LLC | $205M | Q1 2014 | 5/14/2014 | 8 |
| 7688 | Treasure Coast Financial Planning | $205M | Q2 2026 | 7/29/2026 | 48 |
| 7689 | American Airlines Group Inc. | $205M | Q2 2026 | 8/13/2026 | 1 |
| 7690 | LOWERY THOMAS, LLC | $205M | Q2 2026 | 7/29/2026 | 57 |
| 7691 | Windsor Financial Group, LLC | $205M | Q2 2014 | 7/8/2014 | 75 |
| 7692 | Birch Capital Management, LLC | $205M | Q2 2026 | 7/27/2026 | 79 |
| 7693 | Orcam Financial Group | $205M | Q2 2026 | 8/13/2026 | 105 |
| 7694 | 11.2 Capital Management, LLC | $205M | Q2 2026 | 8/13/2026 | 1 |
| 7695 | PINNEY & SCOFIELD, INC. | $205M | Q2 2026 | 8/7/2026 | 232 |
| 7696 | William Allan Corp | $204M | Q2 2026 | 7/28/2026 | 62 |
| 7697 | Dominick & Dominick LLC | $204M | Q1 2014 | 5/13/2014 | 189 |
| 7698 | CAP Partners, LLC | $204M | Q2 2026 | 7/30/2026 | 155 |
| 7699 | Westview Management dba Westview Investment Advisors | $204M | Q2 2026 | 7/31/2026 | 67 |
| 7700 | BEACON ADVISORS HOLDINGS, LLC | $204M | Q2 2026 | 7/29/2026 | 37 |
| 7701 | Buckland Partners Management Co LLC | $204M | Q2 2026 | 8/7/2026 | 97 |
| 7702 | Mithaq Capital SPC | $204M | Q2 2026 | 7/29/2026 | 3 |
| 7703 | EADS & HEALD WEALTH MANAGEMENT | $204M | Q2 2026 | 7/31/2026 | 148 |
| 7704 | Clarity Asset Management, Inc. | $204M | Q2 2026 | 7/16/2026 | 67 |
| 7705 | Redpoint Management, LLC | $204M | Q2 2026 | 8/14/2026 | 3 |
| 7706 | MB Generational Wealth, LLC | $204M | Q2 2026 | 7/31/2026 | 66 |
| 7707 | 4J Wealth Management LLC | $204M | Q2 2026 | 7/21/2026 | 111 |
| 7708 | FIRST NEW YORK SECURITIES LLC /NY | $204M | Q1 2014 | 5/15/2014 | 396 |
| 7709 | Pacific Asset Management, LLC | $204M | Q2 2026 | 7/27/2026 | 76 |
| 7710 | Loudon Investment Management, LLC | $204M | Q2 2026 | 8/14/2026 | 95 |
| 7711 | AF Advisors, Inc. | $204M | Q2 2026 | 7/31/2026 | 30 |
| 7712 | Guardian Wealth Management, Inc. | $204M | Q2 2026 | 7/13/2026 | 66 |
| 7713 | Bullseye Investment Management, LLC | $203M | Q2 2026 | 9/11/2026 | 321 |
| 7714 | Little Harbor Advisors, LLC | $203M | Q2 2026 | 8/14/2026 | 6 |
| 7715 | FAIRFIELD, BUSH & CO. | $203M | Q2 2026 | 8/13/2026 | 126 |
| 7716 | OXFORD ASSET MANAGEMENT LLP | $203M | Q2 2026 | 8/14/2026 | 364 |
| 7717 | Clay Northam Wealth Management, LLC | $203M | Q2 2026 | 8/10/2026 | 109 |
| 7718 | Sage Advisory Services, Ltd.Co. | $203M | Q2 2026 | 7/22/2026 | 46 |
| 7719 | Pettee Investors, Inc. | $203M | Q2 2026 | 8/6/2026 | 115 |
| 7720 | ADVISOR PARTNERS LLC | $203M | Q2 2014 | 7/31/2014 | 282 |
| 7721 | WASHBURN CAPITAL MANAGEMENT, INC. | $203M | Q2 2026 | 7/22/2026 | 56 |
| 7722 | AtlasMark Financial, Inc | $203M | Q2 2026 | 8/17/2026 | 48 |
| 7723 | Rachor Investment Advisory Services, LLC | $203M | Q2 2026 | 7/16/2026 | 203 |
| 7724 | Twin Peaks Capital Ltd | $203M | Q2 2026 | 9/16/2026 | 21 |
| 7725 | CORNERCAP INVESTMENT COUNSEL INC | $203M | Q4 2025 | 2/13/2026 | 151 |
| 7726 | Bucket List Wealth Management, LLC | $203M | Q2 2026 | 7/16/2026 | 63 |
| 7727 | Financial Alternatives, Inc | $203M | Q2 2026 | 8/10/2026 | 84 |
| 7728 | FLYWHEEL PRIVATE WEALTH LLC | $203M | Q2 2026 | 7/21/2026 | 109 |
| 7729 | Regent Investment Management LLC | $203M | Q2 2014 | 7/23/2014 | 198 |
| 7730 | Taylor & Morgan Wealth Management, LLC | $203M | Q2 2026 | 7/10/2026 | 89 |
| 7731 | Salus Financial Advisors, LLC | $203M | Q2 2026 | 8/6/2026 | 39 |
| 7732 | ELWOOD CAPITAL PARTNERS LP | $203M | Q2 2026 | 8/13/2026 | 32 |
| 7733 | Valley Financial Group, Inc. | $203M | Q2 2026 | 8/14/2026 | 62 |
| 7734 | American Trust Investment Advisors, LLC | $203M | Q2 2026 | 8/14/2026 | 81 |
| 7735 | Tower Wealth Partners, Inc. | $203M | Q2 2026 | 8/12/2026 | 101 |
| 7736 | DESTRIER CAPITAL MANAGEMENT LLC | $203M | Q1 2014 | 5/14/2014 | 33 |
| 7737 | Mill Road Capital Management LLC | $203M | Q2 2026 | 8/14/2026 | 22 |
| 7738 | EVR Research LP | $203M | Q2 2026 | 8/13/2026 | 28 |
| 7739 | Keyframe Capital Partners, L.P. | $202M | Q2 2026 | 8/14/2026 | 1 |
| 7740 | Longview Financial Advisors LLC | $202M | Q2 2026 | 7/14/2026 | 150 |
| 7741 | DELPHI FINANCIAL GROUP, INC. | $202M | Q2 2026 | 8/13/2026 | 26 |
| 7742 | SkyTop Capital Management LLC | $202M | Q1 2014 | 5/15/2014 | 19 |
| 7743 | HILLTOP WEALTH ADVISORS, LLC | $202M | Q2 2026 | 8/13/2026 | 74 |
| 7744 | Winthrop Partners - WNY, LLC | $202M | Q2 2026 | 7/15/2026 | 87 |
| 7745 | BRANDYWINE MANAGERS, LLC | $202M | Q2 2026 | 8/13/2026 | 46 |
| 7746 | Orland Properties Ltd | $202M | Q2 2026 | 8/5/2026 | 10 |
| 7747 | Marmo Financial Group, LLC | $202M | Q1 2026 | 4/23/2026 | 38 |
| 7748 | Farringdon Capital, Ltd. | $202M | Q2 2026 | 8/12/2026 | 184 |
| 7749 | VNBTrust, National Association | $202M | Q2 2014 | 7/18/2014 | 133 |
| 7750 | Spectrum Strategic Capital Management, LLC | $202M | Q2 2026 | 8/14/2026 | 79 |
| 7751 | AB CarVal Investors, LP | $202M | Q2 2014 | 8/6/2014 | 10 |
| 7752 | Meriwether Wealth & Planning, LLC | $202M | Q2 2026 | 7/8/2026 | 122 |
| 7753 | Pomelo Capital LLC | $202M | Q1 2014 | 5/15/2014 | 84 |
| 7754 | InTrack Investment Management Inc | $202M | Q2 2026 | 7/17/2026 | 110 |
| 7755 | ORSER CAPITAL MANAGEMENT, LLC | $202M | Q2 2026 | 7/7/2026 | 65 |
| 7756 | Harvest Investment Advisors, LLC | $202M | Q2 2026 | 8/14/2026 | 58 |
| 7757 | Align Financial, LLC | $202M | Q2 2026 | 7/27/2026 | 360 |
| 7758 | SCRATCH CAPITAL LLC | $201M | Q2 2026 | 7/30/2026 | 44 |
| 7759 | SANDLER CAPITAL MANAGEMENT | $201M | Q2 2026 | 8/14/2026 | 126 |
| 7760 | Nierenberg Investment Management Company, LLC | $201M | Q2 2026 | 8/10/2026 | 35 |
| 7761 | Williamson Legacy Group, LLC | $201M | Q2 2026 | 8/13/2026 | 75 |
| 7762 | LAM GROUP, INC. | $201M | Q2 2026 | 7/10/2026 | 139 |
| 7763 | Harrison Street Securities, LLC | $201M | Q1 2014 | 5/9/2014 | 29 |
| 7764 | Beacon Financial Strategies CORP | $201M | Q2 2026 | 7/8/2026 | 209 |
| 7765 | Two West Capital Advisors LLC | $201M | Q2 2026 | 7/22/2026 | 101 |
| 7766 | CoreFirst Bank & Trust | $201M | Q2 2026 | 8/5/2026 | 279 |
| 7767 | Laidlaw Group, LLC | $201M | Q2 2014 | 7/17/2014 | 83 |
| 7768 | Element Squared LLC | $201M | Q2 2026 | 7/28/2026 | 49 |
| 7769 | DUTCH ASSET Corp | $201M | Q2 2026 | 8/10/2026 | 115 |
| 7770 | CARL DOMINO INC | $201M | Q2 2014 | 7/8/2014 | 172 |
| 7771 | Vitruvian Partners LLP | $201M | Q2 2026 | 8/10/2026 | 8 |
| 7772 | Perimeter Capital Partners, LLC | $201M | Q1 2014 | 5/5/2014 | 179 |
| 7773 | Marest Capital, LLC | $201M | Q2 2026 | 8/5/2026 | 30 |
| 7774 | Principia Wealth Advisory, LLC | $201M | Q2 2026 | 8/26/2026 | 1,065 |
| 7775 | VIRGINIA WEALTH MANAGEMENT GROUP, INC. | $201M | Q2 2026 | 7/22/2026 | 57 |
| 7776 | Wealth Forward, LLC | $201M | Q2 2026 | 7/29/2026 | 49 |
| 7777 | NORTHERN CAPITAL MANAGEMENT LLC | $201M | Q1 2014 | 5/7/2014 | 148 |
| 7778 | Greater Midwest Financial Group, LLC | $201M | Q2 2026 | 7/15/2026 | 65 |
| 7779 | Counterweight Ventures, LLC | $201M | Q2 2026 | 7/23/2026 | 81 |
| 7780 | J. H. Whitney Equity Partners VI, LLC | $201M | Q2 2026 | 8/12/2026 | 1 |
| 7781 | Capasso Planning Partners LLC | $201M | Q2 2026 | 8/18/2026 | 86 |
| 7782 | Mohican Financial Management, LLC | $200M | Q2 2014 | 7/15/2014 | 36 |
| 7783 | Marathon Mission, Inc. | $200M | Q2 2026 | 7/1/2026 | 57 |
| 7784 | FORTRESS FINANCIAL GROUP, LLC | $200M | Q2 2026 | 8/12/2026 | 79 |
| 7785 | SCHOLTZ & COMPANY, LLC | $200M | Q2 2026 | 8/11/2026 | 48 |
| 7786 | Boussard & Gavaudan Asset Management LP | $200M | Q2 2014 | 8/1/2014 | 111 |
| 7787 | McDonough Capital Management, Inc | $200M | Q2 2026 | 8/13/2026 | 52 |
| 7788 | Thompson David Blair | $200M | Q2 2026 | 8/14/2026 | 212 |
| 7789 | Brindle & Bay Financial Advisors, LLC | $200M | Q2 2026 | 7/20/2026 | 86 |
| 7790 | Bodri Capital Management, LLC | $200M | Q1 2014 | 5/13/2014 | 45 |
| 7791 | Disciplined Investors, L.L.C. | $200M | Q2 2026 | 8/11/2026 | 145 |
| 7792 | Guardian Wealth Advisors, LLC | $200M | Q2 2026 | 8/5/2026 | 66 |
| 7793 | Battery Global Advisors, LLC | $200M | Q2 2026 | 8/12/2026 | 157 |
| 7794 | KARPAS STRATEGIES, LLC | $200M | Q2 2014 | 7/30/2014 | 119 |
| 7795 | CASTLEKEEP INVESTMENT ADVISORS LLC | $200M | Q2 2026 | 8/14/2026 | 76 |
| 7796 | Kenmare Capital Partners, L.L.C. | $200M | Q1 2014 | 5/15/2014 | 14 |
| 7797 | SHARPEPOINT LLC | $200M | Q2 2026 | 7/29/2026 | 89 |
| 7798 | Rose Capital Advisors LLC | $200M | Q2 2026 | 8/7/2026 | 108 |
| 7799 | Independence Wealth Advisors, LLC | $199M | Q2 2026 | 8/14/2026 | 85 |
| 7800 | Cetera Trust Company, N.A | $199M | Q2 2026 | 8/13/2026 | 345 |